We are live on ! Find out more
II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
-2.57%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$7.61B
AUM Growth
-$31M
Cap. Flow
+$246M
Cap. Flow %
3.24%
Top 10 Hldgs %
29.29%
Holding
645
New
7
Increased
510
Reduced
81
Closed
5

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$16.5M
2
MSFT icon
Microsoft
MSFT
+$16M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M
4
AMZN icon
Amazon
AMZN
+$8.35M
5
NVDA icon
NVIDIA
NVDA
+$7.67M

Top Sells

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$8.95M
2
CSX icon
CSX Corp
CSX
+$4.41M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
4
NSC icon
Norfolk Southern
NSC
+$3.17M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 29.14%
2 Healthcare 13.21%
3 Financials 11.81%
4 Consumer Discretionary 11.05%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTR icon
401
Ventas
VTR
$47.9B
$3.19M 0.04%
75,773
-2,544
-3% -$115K
ZS icon
402
Zscaler
ZS
$27.3B
$3.19M 0.04%
20,488
+1,445
+8% +$217K
WTRG icon
403
Essential Utilities
WTRG
$11.4B
$3.19M 0.04%
92,851
+2,369
+3% +$91.8K
JBL icon
404
Jabil
JBL
$35.8B
$3.18M 0.04%
+25,087
New +$2.74M
PAYC icon
405
Paycom
PAYC
$9.69B
$3.15M 0.04%
12,159
+288
+2% +$87.8K
BALL icon
406
Ball Corp
BALL
$16.8B
$3.12M 0.04%
62,755
+1,316
+2% +$71.8K
ARES icon
407
Ares Management
ARES
$30.9B
$3.12M 0.04%
30,341
-106
-0.3% -$10.7K
FCNCA icon
408
First Citizens BancShares
FCNCA
$25.3B
$3.12M 0.04%
2,260
+142
+7% +$195K
LVS icon
409
Las Vegas Sands
LVS
$29.6B
$3.1M 0.04%
67,605
+1,390
+2% +$75.1K
GGG icon
410
Graco
GGG
$13.5B
$3.1M 0.04%
42,489
+2,323
+6% +$184K
HBAN icon
411
Huntington Bancshares
HBAN
$35.5B
$3.08M 0.04%
295,942
+675
+0.2% +$7.57K
EPAM icon
412
EPAM Systems
EPAM
$5.03B
$3.06M 0.04%
11,986
+657
+6% +$162K
SE icon
413
Sea Limited
SE
$69.5B
$3.06M 0.04%
69,673
+3,310
+5% +$162K
DGX icon
414
Quest Diagnostics
DGX
$26.3B
$3.06M 0.04%
25,110
+2,025
+9% +$270K
ENTG icon
415
Entegris
ENTG
$23.2B
$3.05M 0.04%
32,456
+672
+2% +$67.3K
FFIV icon
416
F5
FFIV
$22.7B
$2.98M 0.04%
18,498
+810
+5% +$127K
BBY icon
417
Best Buy
BBY
$17.3B
$2.97M 0.04%
42,774
+894
+2% +$69.1K
ESS icon
418
Essex Property Trust
ESS
$18.5B
$2.95M 0.04%
13,897
-31
-0.2% -$7.27K
VST icon
419
Vistra
VST
$47.4B
$2.94M 0.04%
88,686
+12,362
+16% +$371K
CAG icon
420
Conagra Brands
CAG
$7.23B
$2.94M 0.04%
107,281
-2,412
-2% -$74.4K
BG icon
421
Bunge Global
BG
$20.8B
$2.93M 0.04%
27,055
+498
+2% +$54.6K
PKG icon
422
Packaging Corp of America
PKG
$22.8B
$2.93M 0.04%
19,068
+554
+3% +$80.9K
WRB icon
423
W.R. Berkley
WRB
$26.6B
$2.92M 0.04%
68,879
+3,818
+6% +$158K
OMC icon
424
Omnicom Group
OMC
$23.4B
$2.89M 0.04%
38,862
+1,423
+4% +$117K
AXON
425
Axon Enterprise
AXON
$46.4B
$2.88M 0.04%
14,466
-549
-4% -$108K
15 16
17
18 19

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

IFM Investors's Q3 2023 Portfolio in Review

As of Q3 2023, IFM Investors held 645 positions worth $7.61B, down 0.41% from $7.64B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

IFM Investors deployed $246M of net new capital in Q3 2023, opening 7 new positions and adding to 510 existing holdings. Its largest new stake was Kenvue: 308,759 shares worth $6.2M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Union Pacific, an estimated $8.95M trimmed.

  • IFM Investors's largest Q3 2023 buy was Kenvue: 308,759 shares worth $6.2M.
  • IFM Investors added most to Apple in Q3 2023, an estimated $16.5M increase.
  • IFM Investors's biggest Q3 2023 reduction was Union Pacific, cutting an estimated $8.95M.
  • IFM Investors fully exited Black Knight, Inc. Common Stock in Q3 2023, selling an estimated $1.59M.
  • IFM Investors's ten largest holdings make up 29% of its $7.61B portfolio in Q3 2023.
  • IFM Investors opened 7 new positions and closed 5 in Q3 2023.
  • IFM Investors's portfolio value fell 0.41% quarter-over-quarter to $7.61B.

Based on IFM Investors's 13F filing for Q3 2023, filed 26 Oct 2023.